Stefany Quirico, CFP®

Stefany serves as a Private Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.

With more than a decade of experience in the financial services industry, Stefany offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Stefany worked for a wealth management firm based out of Austin, Texas.

Stefany earned a double Bachelor of Arts degree in economics and international relations and global studies at the University of Texas at Austin. Stefany is also a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards.

Stefany and her husband, Ricardo, enjoy spending time with their family and friends, traveling, attending live music shows and spoiling their two dogs, Rachel and Scarf.